/biz/ - Business & Finance

>>66399
I'm with you on solar, but while the entire sector trades together, it is pretty specialized now. TAN is a diversified approach but dem fees. FSLR is in the utility/large scale business and is levered to their pipeline projects. SCTY is more of a residential play and isn't levered to large scale adoption, but rather to wealthy consumers switching over which will happen independently of the large scale success. I like SPWR, their founder and CEO pretty much wrote the most important treatise (look up Swanson's Law) on the adoption of solar power and has been in the biz since all these guys were trading on the pink sheets.

I really like WM here on this pull back after earnings today, as most people don't know this, but they generate more power than the entire US solar industry by themselves through neat-o alternative energy and pay a fat dividend. again, i'm bullish on the long term solar play. but it is probably a good idea to diversify energy companies, as a lot of the money that pumps up solar when it is fashionable comes from mo-mo traders looking to score fast.

seriously though, read Swanson's paper